| 1 | Envestnet Portfolio Solutions, Inc. | $516.1M | 4.9M | Trimmed |
| 2 | FIRST CITIZENS BANK & TRUST CO | $474.7M | 4.5M | Trimmed |
| 3 | ENVESTNET ASSET MANAGEMENT INC | $191.0M | 1.8M | Trimmed |
| 4 | AE Wealth Management LLC | $123.7M | 1.2M | Added |
| 5 | First Citizens Asset Management, Inc. | $57.9M | 550,641 | Added |
| 6 | Richard P Slaughter Associates Inc | $54.0M | 513,314 | Added |
| 7 | BRYN MAWR TRUST Co | $51.8M | 492,332 | Trimmed |
| 8 | SVB WEALTH LLC | $50.3M | 477,994 | Added |
| 9 | Sterling Capital Management LLC | $33.3M | 316,217 | Added |
| 10 | RTD Financial Advisors, Inc. | $29.4M | 279,877 | Added |
| 11 | LifeWealth Investments, LLC | $26.3M | 249,969 | Added |
| 12 | Compton Wealth Advisory Group, LLC | $25.3M | 239,223 | Trimmed |
| 13 | JSF Financial, LLC | $25.2M | 239,472 | Trimmed |
| 14 | Bryn Mawr Trust Advisors, LLC | $24.9M | 236,778 | Trimmed |
| 15 | KESTRA PRIVATE WEALTH SERVICES, LLC | $19.1M | 181,611 | Trimmed |
| 16 | Private Advisor Group, LLC | $18.9M | 179,280 | Trimmed |
| 17 | Cambridge Investment Research Advisors, Inc. | $18.7M | 177,720 | Added |
| 18 | TRUIST FINANCIAL CORP | $14.9M | 142,144 | Trimmed |
| 19 | Horst & Graben Wealth Management LLC | $14.2M | 133,886 | Added |
| 20 | PRINCIPAL SECURITIES, INC. | $13.8M | 131,189 | Trimmed |
| 21 | Key Capital Management, INC | $13.5M | 128,769 | Added |
| 22 | Wall Capital Group, Inc. | $8.2M | 78,088 | New |
| 23 | Legacy Advisory Services, LLC | $6.7M | 63,553 | Added |
| 24 | HARBOR INVESTMENT ADVISORY, LLC | $5.3M | 50,412 | Added |
| 25 | COMMONWEALTH EQUITY SERVICES, LLC | $5.1M | 48,575 | Trimmed |